QCP Capital: Q2 is often the best quarter for risk assets, but the options market remains cautious

ChainCatcher news, QCP Capital published an analysis stating that one of the fastest declines in the U.S. stock market may have passed, with JPMorgan and an increasing number of strategists telling their clients that improved market sentiment and historically favorable seasonal factors are working together.

Boosted by Trump's comments on tariff exemptions, BTC briefly broke through $88,000, leading to a short-term market rebound. Although the second quarter is typically one of the strongest periods for risk assets, the options market remains cautious, with bullish skew expected to become evident only in June. Investors are focused on this Friday's quarterly options expiration and the upcoming PCE inflation data, which may become the next key catalyst.